Civic Intelligence

Charles a Livingston and Charlotte B

EIN 36-6024928 • 501(c)3 • Dundee, IL

Profile

Charles a. Livingston and charlotte b. Livingston memorial funds is a type iii supporting organization which supports the episcopal bishop of the diocese of chicago and the st. Pauls episcopal church

C/O First American Bank 218 W MaiDundee, IL 60118

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

63rd percentile

9.7%

Higher net margin than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$3,467

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 22.1% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

56th percentile

0.7%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

40%

Faster revenue growth than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$210,552

Up $1,528 (+0.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$210,552

Up $1,528 (+0.7%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin63rd percentile

Revenue

Up

$15,722

Up $4,480 (+40%) from 2023

Expenses

Up

$14,194

Up $105 (+0.7%) from 2023

Net Income

Up

$1,528

Up $4,375 (+154%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2020: $204,711Liabilities 2020: $0Net Assets 2020: $204,7112020Assets 2021: $225,111Liabilities 2021: $0Net Assets 2021: $225,1112021Assets 2022: $211,871Liabilities 2022: $0Net Assets 2022: $211,8712022Assets 2023: $209,024Liabilities 2023: $0Net Assets 2023: $209,0242023Assets 2024: $210,552Liabilities 2024: $0Net Assets 2024: $210,5522024

Highlighted filing

2024

Assets$210,552
Liabilities$0
Net Assets$210,552
Open 2024 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10KRevenue 2020: $8,303Expenses 2020: $13,187Net Income 2020: -$4,8842020Revenue 2021: $29,520Expenses 2021: $9,120Net Income 2021: $20,4002021Revenue 2022: $5,912Expenses 2022: $14,466Net Income 2022: -$8,5542022Revenue 2023: $11,242Expenses 2023: $14,089Net Income 2023: -$2,8472023Revenue 2024: $15,722Expenses 2024: $14,194Net Income 2024: $1,5282024

Highlighted filing

2024

Revenue$15,722
Expenses$14,194
Net Income$1,528
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$210,552
Liabilities
$0
Net assets
$210,552
Revenue
$15,722
Expenses
$14,194
Net income
$1,528
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.16$0.14$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.11$0.14$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.06$0.14$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.30$0.09$0.20
2020Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.08$0.13$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 22, 2025
Return Version
2024v5.1
Gross Receipts
$73,572
Mission and Program Overview

Mission

Charles a. Livingston and charlotte b. Livingston memorial funds is a type iii supporting organization which supports the episcopal bishop of the diocese of chicago and the st. Pauls episcopal church

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$204,711$204,711→ $0
Investments in Publicly Traded Securities$189,382$201,276▲ $11,894
Savings and Temporary Cash Investments$19,572$9,191▼ $10,381
Rtn Earn Endowment Incm Other Fnds$4,313$5,841▲ $1,528
Accounts Receivable$70$85▲ $15
Total Assets$209,024$210,552▲ $1,528
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$209,024$210,552▲ $1,528
Total Liabilities and Net Assets / Fund Balance$209,024$210,552▲ $1,528
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleBaseTotal
-Trustee$3,467$3,467
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$15,722
Other Revenue
$0
Change in Net Assets
$1,528
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$9,901
Salaries, Compensation, and Employee Benefits$3,467
Other Expenses$826
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$9,901--$9,901
Current Officers, Directors, Trustees, and Key Employees-$3,467-$3,467
Fees for Services Accounting-$750-$750
All Other Expenses-$76-$76
Total Functional Expenses$9,901$4,293$0$14,194
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The trustee reviews the 990 before it is filed.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“Internal audits, annual disclosure forms”

Form 990, Page 6, Part VI, Line 19

“The trust document, conflict of interest policy and financial statements are made available upon request”

Filing and Contact Details

Filer

Filer Name
Charles a Livingston and Charlotte B
EIN
36-6024928
Phone
8474266771
Address
C/O FIRST AMERICAN BANK 218 W MAI, DUNDEE, IL 60118

Signing Officer

Name
First American Bank
Title
Trustee
Phone
8474266771
Signed
2025-04-22
Discuss with paid preparer
Yes

Organization Details

Formed
1958
Legal Domicile
Il
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Trustax LLC
Address
571 LONGBOW DRIVE SUITE A, MAUMEE, OH 43537
Preparer
Grant M Keune
Phone
4198685555
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Ric distribution adjustment”

Raw XML Appendix358 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The trustee was appointed in the trust document. The trustee reports performance to the supported organization quarterly, provides an annual statement, makes the annual distribution, and discusses the trust, performance, or any issue related thereto, as needed.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1Although the trust document specifically states that the trustee shall have the power to invest and reinvest the trust estate property; the trustee works with the beneficiaries to listen to their needs and make adjustments when the trustee determines adjustments should be made. The beneficiaries are listed in the trust document so there is no selection of grant recipients.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2Distribution requirements made to the two named charities are attentive to its operations and responsive to their needs. The trustee works with the charities to listen to their needs.
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0EPISCOPAL BISHOP OF THE DIOCESE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1ST PAULS EPISCOPAL CHURCH
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEE REVIEWS THE 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INTERNAL AUDITS, ANNUAL DISCLOSURE FORMS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUST DOCUMENT, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RIC DISTRIBUTION ADJUSTMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0210552
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IRS990/TotalRevenueGrp/ExclusionAmt015722
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt015722
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0210552
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IRS990/WebsiteAddressTxt0N/A
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FIRST AMERICAN BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08474266771
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES A LIVINGSTON AND CHARLOTTE B
ReturnHeader/Filer/BusinessNameControlTxt0LIVI
ReturnHeader/Filer/EIN0366024928
ReturnHeader/Filer/PhoneNum08474266771
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O FIRST AMERICAN BANK 218 W MAI
ReturnHeader/Filer/USAddress/CityNm0DUNDEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060118
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341959490
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRUSTAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0571 LONGBOW DRIVE SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MAUMEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043537
ReturnHeader/PreparerPersonGrp/PhoneNum04198685555
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GRANT M KEUNE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-01T14:01:26-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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